Strategic FP&A Analyst — Growth & Insights

Trajan Wealth LLC; Scottsdale (AZ); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Base salary + bonus

401(k) with company match 13%

Medical coverage (UnitedHealthcare PPO

Dental & Vision

Disability & Life Insurance

Paid time off

Career growth

Job summary

Trajan Wealth in Scottsdale seeks a Financial Analyst to join the Internal Finance Group. You will support strategic planning, financial modeling, and operational reporting across platforms, reporting to the Finance Director and working with executive leadership to analyze performance.

The role is 100% onsite at our Scottsdale headquarters, with responsibilities spanning budgeting, KPI dashboards, and ad hoc analyses of growth opportunities in AUM, annuity, private equity, tax, and estate

Qualifications

• 5+ years of experience in financial analysis, FP&A, corporate finance, or related role.
• Bachelor's degree in Finance or related field.
• Strong team player with ability to manage competing priorities and deadlines.
• Advanced Excel financial modeling.
• Strong financial reporting, budgeting, and variance analysis.
• Ability to synthesize complex financial data into executive-ready insights.
• Attention to detail and data integrity.
• Strong written and verbal communication.
• Working knowledge of GAAP accounting as applied to financial reporting and consolidation.
• Ability to prepare and present financial analysis with polished slides.
• Cross-functional collaboration with Tax, Estate, Sales, and Compliance functions.

Responsibilities

• Develop and maintain financial models, forecasts, and multi-scenario analyses to support firm-wide strategic planning and growth initiatives.
• Prepare monthly, quarterly, and annual reporting, including revenue analysis, margin trends, and KPI dashboards.
• Analyze firm financial performance across business lines, identifying variances, trends, and opportunities for operational improvement.
• Support budgeting and annual planning processes in partnership with Finance Director and executive leadership.
• Conduct ad hoc financial analyses to evaluate new business opportunities, revenue streams, and potential investments across Trajan Wealth's growth pillars.
• Support Finance Director with Trajan Tax and Trajan Estate on intercompany financial reporting and divisional performance tracking.
• Maintain and improve financial reporting, systems, tools, and processes to enhance efficiency and scalability.
• Monitor industry trends, market data, and competitive benchmarks relevant to the RIA and wealth management space.
• Support Director with compliance and audit functions with financial documentation and analysis as needed.

Skills

Financial analysis

FP&A

Excel modeling

Budgeting

Variance analysis

Executive communication

GAAP

Presentation skills

Cross-functional collaboration

Education

Bachelor's degree in Finance

Tools

Oracle NetSuite

Sigma Computing

SQL

BI tools

Job description

Trajan Wealth in Scottsdale seeks a Financial Analyst to join the Internal Finance Group. You will support strategic planning, financial modeling, and operational reporting across platforms, reporting to the Finance Director and working with executive leadership to analyze performance.

The role is 100% onsite at our Scottsdale headquarters, with responsibilities spanning budgeting, KPI dashboards, and ad hoc analyses of growth opportunities in AUM, annuity, private equity, tax, and estate